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Ivy League Financial Advisors LLC

● SEC registered since 2006CRD 119145SEC# 801-66562Rockville, MD
Export (members)
Reg. AUM
$151M
Employees
4
Accounts
331
Location
Rockville, MD

Ivy League Financial Advisors LLC assets under management

Ivy League Financial Advisors LLC is an investment advisory firm registered with the SEC based in Rockville, MD. The firm has been registered since 2006. It reports $151 million in regulatory assets under management and employs 4 people.
www.ivyfa.comView on SEC.gov ↗

Ivy League Financial Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Christopher Neal Brown ControlManaging Member & Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Ivy League Financial Advisors LLC manage?

Ivy League Financial Advisors LLC reports $151 million in regulatory assets under management on its Form ADV.

How many employees does Ivy League Financial Advisors LLC have?

Ivy League Financial Advisors LLC reports 4 employees.

Where is Ivy League Financial Advisors LLC located?

Ivy League Financial Advisors LLC is based in Rockville, MD and has been SEC-registered since 2006.

Does Ivy League Financial Advisors LLC disclose fund performance?

Ivy League Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11 North Washington Street, Suite 250, Rockville, MD 20850
Phone301-258-1300
Fax(301) 560-4948
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$151M
Non-discretionary$0
Total (RAUM)$151M